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Prospect / Opportunity Management is a key activity for any direct selling organization. Infoman - CRM supports full fledged Prospect / Opportunity Management functionality.
- Facility to record Enquiries received from Prospective Customers
- Complete profile of Prospects maintained, along with product / service they are interested in, opportunity size, and time frame in which they plan to purchase.
- Information about Existing Products owned by the Prospects is recorded. This helps in assessing the replacement / cross selling / up-selling opportunities.
- Call Assignment to Sales Executives after analyzing their workload, based on the number of cases being followed up by them.
- Recording the next Immediate action to be taken for a call with a target date, by when that action / activity to be completed.
- Once a Contact / Interaction takes place with a Prospect, information about the meeting / interaction, and next planned Action recorded, along with name of the executive who will be responsible for taking it.
- Facility to escalate a call incase of Overdue Actions
Key Advantages of the software for Opportunity Management are -
- Automates the Follow-up schedules of executives. Ensures no calls / follow-ups are missed.
- Detailed Profile of Prospects maintained, helps in targeting them for specific Products or Promotions, based on their - Socio-Economic, Geographic and other profile.
- Helps Sales Executives prioritize their work, based on Quality of Opportunities being followed up by them (Hot / Warm / Cold).
- Recording Source of Enquiry, helps in finding which are more effective mediums for promotion ( eg. Newspaper Ads, Magazine Ads, Field Promotions, Banners, Hoarding>
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